ADVISER MOVES

Melissa Jane’s Merrill Lynch record adds a branch; 2,339 affiliation changes

A registration observation dated November 4, 2026, lists an additional Santa Barbara branch for Melissa Jane at Merrill Lynch. These affiliation records do not establish job moves.

By Maya Chen··1 min read

Melissa Jane’s registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated included a Santa Barbara branch in the November 4, 2026, observation; the earlier observed record listed a San Luis Obispo branch. This is an affiliation-record finding, not evidence of a job move or employment change.

The November 4 observation covered 2,339 affiliation changes: 335 added, 1,946 updated and 58 removed affiliation records. Added, updated and removed describe registration affiliations, not verified hires or departures; a removed affiliation means the registration record no longer shows it.

The same observation listed Halle Elise-Labert Dick with Merrill Lynch, while the registration record for Brian N. Hamel no longer listed an affiliation with Ameritas Advisory Services, LLC. The records do not establish employment dates or current employment status.

Adviser affiliation records

The appendix lists all 2,339 affiliation records on 11/04/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 1926–1950 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Robert R. Hutton527993311/04/2026added
Robert R. Martini216733711/04/2026updated
Robert Rodriguez205121411/04/2026updated
Robert S. Berz2045811/04/2026updated
Robert S. Richardson216742011/04/2026updated
Robert S. Wooten794237511/04/2026updated
Robert W. Kay561302211/04/2026added
Robert Wachter684515311/04/2026updated
Robin M. Harman234458711/04/2026updated
Robintz T. Jean662732911/04/2026updated
Robyn L. Lawhon195422311/04/2026updated
Rodney D. Musto618252211/04/2026updated
Rolando Quintana405654111/04/2026updated
Rolando V. Handal634178011/04/2026updated
Rollin C. Kimball657134311/04/2026updated
Ronald Denova167328411/04/2026updated
Ronald DeVries720069411/04/2026updated
Ronan Cooke711681811/04/2026updated
Rosa M. Olivas646387311/04/2026updated
Ross A. Ferrin243751711/04/2026updated
Roy E. Williams116114911/04/2026updated
Roy E. Williams116114911/04/2026updated
Roy Larsen424189011/04/2026removed
Rui Mao738595011/04/2026updated
Rustam Nazirbaev745036411/04/2026updated

Download data (CSV)

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